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Disclosery

United Financial Planning Group LLC: IGSB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of United Financial Planning Group LLC on IGSB, newest first. How the timeline and the estimate are built.

United Financial Planning Group LLC held 44,979 IGSB shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,979 shares
    Change vs previous 13F +1,726 shares

    1.2% of the 13F portfolio, value $2,359,180.

    13F-HR 0002088337-26-000006 filed by United Financial Planning Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 43,253 shares
    Change vs previous 13F +1,085 shares

    1.34% of the 13F portfolio, value $2,273,395.

    13F-HR 0002088337-26-000004 filed by United Financial Planning Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 42,168 shares
    Change vs previous 13F +3,743 shares

    1.35% of the 13F portfolio, value $2,229,822.

    13F-HR 0002088337-26-000002 filed by United Financial Planning Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 38,425 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $2,037,672.

    13F-HR 0002088337-25-000002 filed by United Financial Planning Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).